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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,074 | $78,694-52.9% | $67,653-45.2% | $125,388-70.4% |
| Participation rate | 68.8% | 78.8%-10.1pp | 75.7%-6.9pp | 83.2%-14.4pp |
| Annual return | 0.71% | 9.46%-8.7pp | 6625.22%-6624.5pp | 282.24%-281.5pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,818 | $4,292+35.6% | $3,560+63.5% | $5,352+8.7% |
| Admin fee / account holder | $239 | $7,403-96.8% | $4,821-95.1% | $9,541-97.5% |